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Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1801
Mendel Money Management
Illinois
$877K -$21.4K -440 -3%
PB
1802
Pinnacle Bancorp
Nebraska
$875K -$73.5K -1,512 -8%
NL
1803
Navalign LLC
California
$875K +$7.93K +163 +1%
OFS
1804
Orrstown Financial Services
Pennsylvania
$874K +$799K +16,423 New
WPA
1805
West Paces Advisors
Georgia
$873K -$195 -4 -0%
UAML
1806
US Asset Management LLC
Pennsylvania
$872K -$4.96K -102 -0.7%
FWM
1807
Finer Wealth Management
Massachusetts
$872K +$120K +2,475 +18%
LWM
1808
Lyell Wealth Management
California
$866K -$18.2K -375 -2%
HCM
1809
Howland Capital Management
Massachusetts
$865K +$5.64K +116 +0.7%
BAAM
1810
Baker Avenue Asset Management
California
$864K +$141K +2,894 +22%
CF
1811
Centaurus Financial
California
$864K -$876K -18,009 -53%
GA
1812
Geller Advisors
New York
$861K -$1.12K -23 -0.1%
EWM
1813
Evermay Wealth Management
Virginia
$860K -$127K -2,607 -14%
HAM
1814
Harmony Asset Management
Arizona
$856K -$125K -2,574 -14%
IF
1815
IRON Financial
Illinois
$856K +$782K +16,077 New
HR
1816
Howe & Rusling
New York
$855K -$23.9K -492 -3%
FWP
1817
FAS Wealth Partners
Kansas
$855K -$14.7K -302 -2%
SLWA
1818
San Luis Wealth Advisors
California
$853K +$412K +8,474 +112%
WBCM
1819
Wilson & Boucher Capital Management
California
$852K – – –
AF
1820
Advisornet Financial
Minnesota
$851K +$11.6K +239 +2%
ZCI
1821
Zevenbergen Capital Investments
Washington
$851K -$17.5K -360 -2%
V
1822
ViaWealth
Kansas
$851K -$13.6K -279 -2%
MCWA
1823
Meadow Creek Wealth Advisors
Georgia
$849K -$21.2K -435 -3%
SP
1824
Stonebrook Private
Michigan
$838K -$2.19M -45,095 -74%
RAG
1825
RIA Advisory Group
Iowa
$835K +$763K +15,691 New
71 72
73
74 75